Mar, 05, 2026 By Vikram Murarka 0 comments


More people are taking fitness seriously.
More companies are taking currency risk management seriously too.
That shift matters.
It shows a growing focus on discipline, structure, and long-term thinking rather than reactive decision-making.
Seeing more corporates engage meaningfully with FX risk is encouraging.
The more awareness there is, the better decisions the market makes collectively.
Because good habits spread.
And in risk management, that’s always a positive sign.
#FX #CurrencyRisk #RiskManagement #Treasury #Markets #Discipline
In our last report (29-Jun-26, UST10Y 4.39%) we had followed the fall in Crude to $73 to change our US10Yr forecast from a rise to 5.10% by Sep-26 to a slight dip to 4.30% by Sep-26; and instead of the earlier forecast of a rise to 5.4% by Jan-27, the changed forecast projected …. Read More
In our June 2026 report (1-Jun-26, Brent @ $95.47), we had expected Brent to correct to $88 before bouncing back to $120 and $145 by Aug-26 and Sep-26, respectively. A sustained trade below $90 was said to be incumbent on a fully credible resolution of the US-Iran war. … Read More
In our June 2026 report (10-Jun-26, EURUSD 1.1546), we expected the Euro to rise towards 1.17 in Jun-26 before reversing lower, with surging crude prices, rising inflation, and potential central bank rate hikes posing key risks amid the ongoing US-Iran conflict …. Read More
Our last report on 13-Jul-26 report (10Yr GOI 6.74%) stood on a foundation of uncertainty regarding what happens in the Strait of Hormuz. We assumed that Crude would remains below $90, and hence we projected … Read More
In our 10-Dec-25 report (USDJPY 156.70), we expected the USDJPY to trade within 154-158 region till Jan’26 before eventually rising in the long run. In line with our view, the pair limited the downside to … Read More
Our July ’26 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.

